To define a transaction policy or add a rule to an existing policy, go to Vault Settings > Transaction policy. You cannot edit a rule once it has been saved, only duplicate it or delete it.
Add a rule
On the Transaction policy page, click Manage policy, then on the Manage policy rules page, click Add New Rule.
On the add new rule pop-up, set if the rule needs approval.
Select the rule type.
The supported types are:
Any - matches any transaction (including transfers, contract calls, exchange transactions, off-chain signatures and more).
Transfer - matches transfers with a known value. This applies to fungible assets only.
Sign Message - applies to signing actions that inherently don't have financial implications. For EVM chains, this will apply to "Personal Sign" signatures.
Mint Token - applies to ERC-20 token mint transactions.
Burn Token - applies to ERC-20 token burn transactions.
EVM Contract Call - applies to any EVM contract call.
Token Approval - applies to token approval transactions.
EVM Sign Typed Data - applies to EIP-712 message signing
EVM Delegation - applies to delegation transactions.
Specify the rule conditions that must be met before the transfer or activity can be deemed successful or unsuccessful. The conditions change based on the rule type. The following is for rule type "Transfer".
Initiator - the user or the user group that can initiate certain transactions.
From - the wallet or wallet group you want to move the funds from.
Amount - you can limit the amount sent of a set period.
To - where you want the assets sent.
Blockchain - you only need to specify this when the source you picked earlier is a wallet. This is critical to ensure that the intended receiver gets the asset.
Token - select the token you want to transfer from a wallet.
Allowed signer - specify who can sign the transaction once it is approved.. The default is the person who initiated the transaction.
Set the approval flow. Under Rule action, you can create a customized quorum for this rule. Select the user group and the number of admins required. Note that you can require approvals from multiple user groups.
Click Create rule to go back to the Manage policy rules page.
At this stage, you can add more rules, change the priority of a rule, and delete rules. Note that on smaller screens you may need to scroll horizontally to view all columns.
When you have finished, click Save changes.
Duplicate a rule
To duplicate a rule, click the copy icon at the end of the row. This opens the Create rule dialog, using the settings of the current rule as a template for the new rule. Change as required and click Create rule.
Delete a rule
To delete a rule, click the trash bin icon at the end of the row.
Change rule priority
To increase or decrease a rule's priority, click and drag on the move icon (next to the priority number) up or down .
